Entry Level Financial Advisor

17 hours ago

Wellington, New Zealand Wisepath Group Full time

This is a Hybrid position.

Wisepath Group DBA - Strategic Financial Concepts is looking for an Entry-Level Financial Professional to join our team. The Entry-Level Financial Professional prospects sales and qualifies leads for new and existing accounts.
The ideal candidate is someone with high energy, curiosity about the industry, and tenacity. This person will bring new ideas, think outside the box, have a deep passion for the role, and create ways to attain new accounts.
Responsibilities:Generate lead flow - Prospect new sales leads by making an initial phone or email contact. Engage the account and prepare them for the Financial Advisors. Connect with as many leads as possible to encourage the purchase of the product offered. Be the point person for your team's sales leads qualification process.Manage current accounts – Stay in close contact with existing accounts or leads and create brand awareness and educational opportunities, and request referrals. Coordinate in-person meetings and calls between new clients and Financial Advisors.Customer support – Answer calls and emails from clients, identify the issue and make suggestions for future or new products or services.Build relationships – Prospect new channel partners by networking and making phone or email contact. Connect with as many channel partners as possible to encourage the partnership of our products offered.Requirements:BS degree in Marketing or Business Administration is preferredHands-on experience with multiple sales techniques (including cold calls)Experience with CRM software1+ years of sales experience or finance experienceFamiliarity with MS Excel (analyzing spreadsheets and charts)Understanding of sales performance metricsLife & Health Insurance Licenses preferred (We can assist with obtaining them)Employees can also take advantage of benefits:
Unlimited earning potentialFinancial assistance to new advisorsResidual incomeOpportunities to earn additional bonuses and incentives.W2 FICA 7.5%Sponsorship of required licensing and designationsGenerous benefits package – health, dental, vision, and life/disability401k w/ 6% MatchNational recognition and rewards programs, including business conferences and Chairman's tripsMarketing/sales support & mentorship from seasoned advisors and marketersFlexible work scheduleAdvancement/management opportunitiesAccess to an online proprietary, economic-based financial planning toolWe offer extensive training to our new professionals including mentorship, resources, and support to give them the confidence and knowledge they need to make a difference in the lives of those around them. As a Financial Advisor, you will develop long-lasting relationships and provide solutions to help your clients understand their current financial situation and meet their financial goals.

#J-18808-Ljbffr

  • Financial Advisor

    5 months ago

    Wellington City, New Zealand H2R Consulting Full time

    **Location**: Wellington Type: Permanent / Full Time Reference: 851571 **Financial Advisor - Fire and General Insurance (Commercial and Private)** H2R Consulting are working alongside **GYB Insurance Brokers** to locate a new Financial Advisor. This role will work with an existing client-base of **Fire and General Insurance** clientele. GYB Insurance...

  • Entry Level Programmer

    7 months ago

    Wellington City, New Zealand PikPok Full time

    Wellington, Wellington, New ZealandTechnologyFull time **Description**: **Who we are**: PikPok is Aotearoa New Zealand’s oldest and largest video game developer and publisher. We strive to successfully provide rich game experiences, crafted by talented teams who are curious, take ownership, and collaborate well. We are committed to providing a safe and...

  • Senior Financial Advisor

    2 weeks ago

    Wellington, New Zealand New Zealand Government Full time

    Te Tari Arotake Mātauranga | Education Review Office (ERO) are dedicated to diversity, equity, inclusion, health, and wellbeing. We welcome every gender, ethnicity, ability, religion, age, and background and encourage all our people to be their authentic selves. As a Senior Financial Advisor, you will be a key player in helping drive financial strategy and...

  • Senior Financial Advisor

    4 weeks ago

    Wellington, New Zealand New Zealand Government Full time

    Te Tari Arotake Matauranga | Education Review Office (ERO) are dedicated to diversity, equity, inclusion, health, and wellbeing. We welcome every gender, ethnicity, ability, religion, age, and background and encourage all our people to be their authentic selves.As a Senior Financial Advisor, you will be a key player in helping drive financial strategy and...

  • Senior Financial Advisor

    3 weeks ago

    Wellington, New Zealand New Zealand Government Full time

    Te Tari Arotake Matauranga | Education Review Office (ERO) are dedicated to diversity, equity, inclusion, health, and wellbeing. We welcome every gender, ethnicity, ability, religion, age, and background and encourage all our people to be their authentic selves.As a Senior Financial Advisor, you will be a key player in helping drive financial strategy and...

  • Senior Financial Advisor

    1 month ago

    Wellington City, New Zealand New Zealand Government Full time

    Te Tari Arotake Mātauranga | Education Review Office (ERO) are dedicated to diversity, equity, inclusion, health, and wellbeing. We welcome every gender, ethnicity, ability, religion, age, and background and encourage all our people to be their authentic selves. Starting salary: $130,000 - $150,000 + superannuation **Mō tēnei tūranga | About this...

  • Entry Level Lab Technician

    5 months ago

    Wellington City, New Zealand Hill Laboratories Full time

    **Our commercial Laboratory has an opportunity for someone to join us in a full time position (based in our Wellington Laboratory) as an Entry Level Technician.** **T**his is a permanent position in a dynamic, challenging and rewarding environment based in our Wellington branch. The role is laboratory based **and involves receiving samples from customers,...

  • Operations Process

    3 weeks ago

    Wellington, New Zealand Wellington-Altus Financial Inc. Full time

    Location: This in-office position will be based out of our Winnipeg or Toronto office.Our organization:Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus...

  • Operations Process

    3 weeks ago

    Wellington, New Zealand Wellington-Altus Financial Inc. Full time

    Location: This in-office position will be based out of our Winnipeg or Toronto office.Our organization:Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus...

  • Advisors (Level 2)

    5 months ago

    Wellington City, New Zealand New Zealand Government Full time

    Do you want to work on inquiries of high public importance? Do you want to work in a team that sees the opportunities inquiries provide and the potential to do things differently? Do you care about strengthening people's trust in the law of Aotearoa New Zealand? Do you want to be part of a Team that values Te Ao Māori approaches and applies Te Tiriti o...

  • Senior Financial Advisor

    4 weeks ago

    Wellington, New Zealand New Zealand Government Full time

    Te Tari Arotake Mātauranga | Education Review Office (ERO) are dedicated to diversity, equity, inclusion, health, and wellbeing. We welcome every gender, ethnicity, ability, religion, age, and background and encourage all our people to be their authentic selves.As a Senior Financial Advisor, you will be a key player in helping drive financial strategy and...

  • Senior Financial Advisor

    4 weeks ago

    Wellington, New Zealand New Zealand Government Full time

    Te Tari Arotake Matauranga | Education Review Office (ERO) are dedicated to diversity, equity, inclusion, health, and wellbeing. We welcome every gender, ethnicity, ability, religion, age, and background and encourage all our people to be their authentic selves.As a Senior Financial Advisor, you will be a key player in helping drive financial strategy and...

  • Senior Financial Advisor

    3 weeks ago

    Wellington, New Zealand New Zealand Government Full time

    Te Tari Arotake Matauranga | Education Review Office (ERO) are dedicated to diversity, equity, inclusion, health, and wellbeing. We welcome every gender, ethnicity, ability, religion, age, and background and encourage all our people to be their authentic selves.As a Senior Financial Advisor, you will be a key player in helping drive financial strategy and...

  • Senior Financial Advisor

    3 weeks ago

    Wellington, New Zealand New Zealand Government Full time

    Te Tari Arotake Matauranga | Education Review Office (ERO) are dedicated to diversity, equity, inclusion, health, and wellbeing. We welcome every gender, ethnicity, ability, religion, age, and background and encourage all our people to be their authentic selves.As a Senior Financial Advisor, you will be a key player in helping drive financial strategy and...

  • Senior Financial Advisor

    4 weeks ago

    Wellington, New Zealand New Zealand Government Full time

    Te Tari Arotake Matauranga | Education Review Office (ERO) are dedicated to diversity, equity, inclusion, health, and wellbeing. We welcome every gender, ethnicity, ability, religion, age, and background and encourage all our people to be their authentic selves.As a Senior Financial Advisor, you will be a key player in helping drive financial strategy and...

  • Operations Process

    2 weeks ago

    Wellington, New Zealand Wellington-Altus Financial Inc. Full time

    Location: This in-office position will be based out of our Winnipeg or Toronto office.Our organization: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus...

  • Operations Process

    1 month ago

    Wellington, New Zealand Wellington-Altus Financial Inc. Full time

    Location: This in-office position will be based out of our Winnipeg or Toronto office.Our organization:Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus...

  • Senior Advisor, Financial Assurance

    3 weeks ago

    Wellington City, New Zealand New Zealand Government Full time

    **Senior Advisor, Financial Assurance** **Fixed term 24 months** **Wellington-based role** Come and assist in creating an effective and efficient Financial Assurance function. **Ko wai mātou | About us** The National Emergency Management Agency (NEMA) provides national leadership to New Zealand's distributed emergency management system. NEMA's primary...

  • Senior Policy Advisor

    3 weeks ago

    Wellington, New Zealand New Zealand Government Full time

    Discover a career with purpose at MBIE.About the Role:We are looking for three Senior Policy Advisors to join our Consumer Policy, Financial Markets Policy, and Competition Policy teams. All three teams work on issues that affect everyday consumers and engage stakeholders across the economy.These teams sit within the Commerce, Consumers and Business (CCB)...

  • Senior Policy Advisor

    2 weeks ago

    Wellington, New Zealand New Zealand Government Full time

    Discover a career with purpose at MBIE. About the Role: We are looking for three Senior Policy Advisors to join our Consumer Policy, Financial Markets Policy, and Competition Policy teams. All three teams work on issues that affect everyday consumers and engage stakeholders across the economy. These teams sit within the Commerce, Consumers and Business (CCB)...